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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,131 | $67,602-37.7% | $82,312-48.8% | $70,126-39.9% |
| Participation rate | 42.9% | 72.8%-29.9pp | 76.9%-34.0pp | 69.5%-26.7pp |
| Annual return | 10.38% | 21.57%-11.2pp | 25.88%-15.5pp | 73.15%-62.8pp |
| Employer contribution / active EE | $1,307 | $1,755-25.5% | $2,428-46.2% | $2,343-44.2% |
| Participant deferral / active EE | $1,109 | $2,987-62.9% | $3,706-70.1% | $3,332-66.7% |
| Admin fee / account holder | $2,889 | $4,512-36.0% | $5,608-48.5% | $4,645-37.8% |